Client Support Officer IAM

Client Support Officer IAM

Job Description

Our Company

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Role

We are looking for a Client Service Officer to join our IAM Client Relationship Officers in managing the client books of independent Financial Intermediaries and Indepenent Asset Managers.

Main Responsibilities

• Support IAM Client Relationship Managers (CROs) in the daily business activities
• Provide a top quality service to clients (regular and prompt contact with clients through personal client meetings, phone / email)
• Execution of client account openings, closures and updates (internet search, provide corroborative documents)
• Preparation and follow-up of client visits (account documentation, check documents, account statements, etc.)
• Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, etc.)
• Various administrative and organizational tasks (client reviews, missing /pending documents, delivery of holdmail, etc.)
• Preparation of marketing material (presentations / pitchbooks / investment proposals / portfolio reviews)
• Promote paperless accounts and e-banking usage
• Comply with the Code of Conduct and all internal regulations (e. g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management)

Skills and experience

• Minimum 5 years of previous experience in a financial services firm. Experience with independent asset managers or multi family offices is an advantage
• Language skills: German and English necessary, additional languages an advantage
• Ability to cope with pressure, deadlines and flexible working hours
• Good understanding of financial instruments (equities, bonds, investment funds structured products, derivatives) required

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
• Hands-on: Being proactive to rapidly deliver high-quality results
• Passionate: Being committed and striving for excellence
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.